Jack O Sheets, CLU®

Wealth Management Advisor

My Team

As a wealth management advisor for Northwestern Mutual, Jack Sheets is committed to helping his clients, whether they are concerned for their own financial needs or those of their family or business. When you became a client, you placed your trust in him to help make your vision a reality. Jack honors that trust with the help of his expert and effective staff. In order to give clients the level of service they expect and deserve, Jack finds it vital to have a professional, yet personable, team. His team consists of Alycia Zembruski and Megan Lynn.

Together, Jack Sheets and his team stand committed to providing the best client service possible. If you have a problem or need assistance at any time, please let us know.

 


 

 
Alycia Zembruski

Alycia Zembruski, AWMA®

Associate Wealth Management Advisor
Office 312-789-5941

Alycia Zembruski has been a part of Jack O. Sheets team since April of 2016. Aly works out of the Northwestern Mutual Chicago Office remotely for Jacks team. She graduated from the University of Missouri-Kansas City with a B.A. degree in Communication Studies and Journalism, while competitively playing softball at the Division I Collegiate level. Alycia has her Texas and Illinois license for Life, Health, Long Term Care, and Variable products. She holds her Series 63 and Series 7 registrations, and is mutual funds products qualified. In her spare time, she enjoys spending time with family and friends, traveling, and working out.

How can Aly help you?

  • Create comprehensive Financial Plans for the personal needs and retirement goals of our client’s
  • Education planning
  • Opening accounts and processing investment transactions 
  • Investment Analysis 
  • Assisting with Rollovers, Transfers, and Asset Allocations
  • Develops customized presentation and illustration materials for existing clients
 

Megan Lynn

Associate Financial Representative
Office 972-663-7372
Fax 972-692-7251

 

Megan Lynn started with Jack in November of 2021. She moved to Texas in 2015 to attend The University of Dallas, and she holds her Texas license for Life, Health, and Long Term Care. In her free time, she enjoys spending time with friends, reading, and traveling.

 

How can Megan help you?

  • Scheduling plan reviews 
  • Monitoring and guiding clients through the underwriting process to ensure efficiency
  • Client Services
 
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck